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The Acquirers Podcast

European shorts, packaging, and financials with investor George Livadis | Value After Hours S06 E39

Oct 28, 2024
George Livadis, founder of Upslope Capital in Denver, shares insights from his journey in finance, detailing his transition from investment banking to hedge fund management. He discusses short selling mid-cap stocks and the importance of adaptive strategies during market fluctuations. The conversation highlights the rise and fall of Nortel Telecommunications, providing valuable lessons for current investors. Livadis also analyzes Apple’s product evolution, Nvidia's market dominance, and the complexities of the housing market, weaving personal anecdotes with financial expertise.
01:00:45

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • George Livadis shares his unique career path from investment banking to managing his hedge fund, Upslope Capital, showcasing diverse experiences in finance.
  • Upslope Capital's long-short equity strategy emphasizes balancing positions to reduce volatility and manage risk in market environments dominated by larger cap stocks.

Deep dives

George Lovatis' Background and Investment Journey

George Lovatis shares his investment background, starting his career in investment banking before transitioning to finance. He became interested in investing during the financial crisis while in business school, leading to a fascination with managing money. Initially investing on his own without much understanding, he eventually made his way to the buy-side to manage his fund, Upslope Capital, based in Denver. His diverse career path showcases how unique experiences can cultivate a deep understanding of market mechanics.

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